OAK FAMILY ADVISORS, LLC MLPX β€” GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF

Ownership history in OAK FAMILY ADVISORS, LLC  Β·  2 quarters on record

AI Ownership Summary

OAK FAMILY ADVISORS, LLC reported GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF (MLPX) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.59% in 2026 Q1. The latest visible filing shows MLPX at 0.59% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MLPX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OAK FAMILY ADVISORS, LLC's position in GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MLPX was reported at 0.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.59% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How OAK FAMILY ADVISORS, LLC held MLPX β€” position size vs. price
% of Fund (quarterly)    MLPX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 28,160 -187 -0.7% 0.59% $2.1M 2026-04-20 $69.58
2025 Q4 INITIATED β€” β€” β€” 28,347 β€” β€” 0.47% $1.7M 2026-02-03 $64.61

FAQ About OAK FAMILY ADVISORS, LLC and MLPX

These are the practical questions this page is built to answer before you even open the full history table.

How long has OAK FAMILY ADVISORS, LLC reported owning MLPX?

OAK FAMILY ADVISORS, LLC reported MLPX across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported MLPX position in OAK FAMILY ADVISORS, LLC's portfolio?

The largest reported portfolio weight for MLPX was 0.59% in 2026 Q1.

What is the latest reported MLPX position on this page?

The most recent filing on this page is 2026 Q1, when OAK FAMILY ADVISORS, LLC reported 28,160 shares, equal to 0.59% of portfolio, with an estimated market value of $2.1M.

What does the chart on this MLPX ownership page compare?

The chart compares OAK FAMILY ADVISORS, LLC's quarterly MLPX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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